SOMERVILLE KURT F Diversified Active

CIK: 0001215208 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 8, 2016

Total Value ($000): $444,963 (100.0% shares, 0.0% debt)

Holdings (110)

JNJ JOHNSON & JOHNSON 4.9%
Value ($000) $22,012 Shares 181,468 Est. Cost $72.58 Unrealized +19.9%
CVS CVS HEALTH 4.6%
Value ($000) $20,356 Shares 212,640 Est. Cost $57.05 Unrealized +30.6%
MMM 3M 4.3%
Value ($000) $18,916 Shares 108,017 Est. Cost $92.88 Unrealized +10.3%
ADP AUTOMATIC DATA PROCESSING 3.6%
Value ($000) $16,240 Shares 176,772 Est. Cost $60.75 Unrealized +18.1%
PG PROCTER & GAMBLE 3.6%
Value ($000) $16,075 Shares 189,883 Est. Cost $65.84 Unrealized -3.8%
FISV FISERV 3.5%
Value ($000) $15,785 Shares 145,206 Est. Cost $34.82 Unrealized +47.8%
ATR APTARGROUP 3.5%
Value ($000) $15,751 Shares 199,046 Est. Cost $52.05 Unrealized +30.5%
CNI CANADIAN NATL RAILWAY 3.5%
Value ($000) $15,666 Shares 265,287 Est. Cost $62.99 Unrealized -19.7%
NVS NOVARTIS AG ADR 3.5%
Value ($000) $15,629 Shares 189,423 Est. Cost $76.83 Unrealized
NSRGY NESTLE SA ADR 3.4%
Value ($000) $15,225 Shares 196,909 Est. Cost $69.28 Unrealized
MASTERCARD 3.3%
Value ($000) $14,653 Shares 166,396 Est. Cost $98.47 Unrealized
XOM EXXON MOBIL 2.7%
Value ($000) $11,916 Shares 127,096 Est. Cost $52.06 Unrealized +11.1%
AAPL APPLE INC 2.6%
Value ($000) $11,375 Shares 118,986 Est. Cost $38.47 Unrealized -41.2%
NOVOZYMES A S DKK 2.0 2.5%
Value ($000) $11,314 Shares 235,240 Est. Cost $36.65 Unrealized
INTC INTEL CORP 2.5%
Value ($000) $11,151 Shares 340,030 Est. Cost $22.90 Unrealized +9.7%
ORACLE 2.3%
Value ($000) $10,210 Shares 249,459 Est. Cost $38.39 Unrealized
GOOGL ALPHABET INC CL A 2.2%
Value ($000) $9,909 Shares 14,084 Est. Cost $34.14 Unrealized +6.7%
CB CHUBB LIMITED 2.2%
Value ($000) $9,575 Shares 73,262 Est. Cost $97.36 Unrealized +6.4%
ABT ABBOTT LABS 1.8%
Value ($000) $8,203 Shares 208,687 Est. Cost $42.43 Unrealized -21.4%
MSFT MICROSOFT CORP 1.8%
Value ($000) $8,145 Shares 159,174 Est. Cost $30.90 Unrealized +48.8%
HD HOME DEPOT 1.8%
Value ($000) $8,018 Shares 62,788 Est. Cost $67.55 Unrealized +55.4%
UNITED TECHNOLOGIES 1.8%
Value ($000) $7,941 Shares 77,422 Est. Cost $100.81 Unrealized
ROK ROCKWELL AUTOMATION 1.8%
Value ($000) $7,900 Shares 68,797 Est. Cost $81.46 Unrealized +17.2%
PEP PEPSICO 1.8%
Value ($000) $7,881 Shares 74,372 Est. Cost $69.15 Unrealized +11.5%
SLB SCHLUMBERGER 1.7%
Value ($000) $7,437 Shares 94,041 Est. Cost $65.83 Unrealized -11.5%
UNILEVER PLC NEW ADR 1.7%
Value ($000) $7,437 Shares 155,168 Est. Cost $43.12 Unrealized
IPGP IPG PHOTONICS 1.2%
Value ($000) $5,301 Shares 66,275 Est. Cost $71.64 Unrealized +22.8%
NXPI NXP SEMICONDUCTORS 1.2%
Value ($000) $5,288 Shares 67,485 Est. Cost $44.37 Unrealized +71.8%
XILINX 1.2%
Value ($000) $5,238 Shares 113,560 Est. Cost $44.98 Unrealized
TGT TARGET CORP 1.2%
Value ($000) $5,170 Shares 74,051 Est. Cost $56.38 Unrealized -0.5%
RHHBY ROCHE HLDG LTD ADR 1.1%
Value ($000) $4,918 Shares 149,242 Est. Cost $39.45 Unrealized
CISCO SYS INC 1.1%
Value ($000) $4,733 Shares 164,940 Est. Cost $22.78 Unrealized
JOHNSON CONTROLS 1.0%
Value ($000) $4,286 Shares 96,831 Est. Cost $42.59 Unrealized
GENERAL ELECTRIC 0.9%
Value ($000) $3,946 Shares 125,397 Est. Cost $21.76 Unrealized
HP HELMERICH & PAYNE 0.9%
Value ($000) $3,945 Shares 58,791 Est. Cost $66.81 Unrealized -7.5%
DHR DANAHER CORP 0.9%
Value ($000) $3,828 Shares 37,910 Est. Cost $38.30 Unrealized +4.7%
GILD GILEAD SCIENCES 0.8%
Value ($000) $3,575 Shares 42,863 Est. Cost $62.28 Unrealized +0.8%
PRGO PERRIGO CO 0.8%
Value ($000) $3,426 Shares 37,801 Est. Cost $149.48 Unrealized -30.7%
XYL XYLEM INC 0.8%
Value ($000) $3,416 Shares 76,488 Est. Cost $33.03 Unrealized +17.0%
CVX CHEVRON 0.7%
Value ($000) $3,327 Shares 31,737 Est. Cost $89.12 Unrealized -25.1%
GIS GENERAL MILLS 0.7%
Value ($000) $3,247 Shares 45,536 Est. Cost $38.58 Unrealized +17.8%
EMR EMERSON ELECTRIC 0.7%
Value ($000) $3,173 Shares 60,843 Est. Cost $49.81 Unrealized -16.6%
PBA PEMBINA PIPELINE CO 0.7%
Value ($000) $2,911 Shares 95,950 Est. Cost $24.05 Unrealized -26.8%
SJM SMUCKER J M 0.6%
Value ($000) $2,562 Shares 16,802 Est. Cost $84.72 Unrealized +17.0%
ILMN ILLUMINA 0.6%
Value ($000) $2,520 Shares 17,946 Est. Cost $154.61 Unrealized -8.1%
NVO NOVO NORDISK A S ADR 0.5%
Value ($000) $2,214 Shares 41,170 Est. Cost $61.07 Unrealized
QCOM QUALCOMM 0.5%
Value ($000) $2,204 Shares 41,174 Est. Cost $47.32 Unrealized -14.9%
CL COLGATE-PALMOLIVE 0.5%
Value ($000) $2,149 Shares 29,380 Est. Cost $63.95 Unrealized -11.0%
MRK MERCK 0.5%
Value ($000) $2,068 Shares 35,907 Est. Cost $36.03 Unrealized +9.6%
ABBV ABBVIE 0.4%
Value ($000) $1,984 Shares 32,040 Est. Cost $27.17 Unrealized +50.8%
STT STATE STREET 0.4%
Value ($000) $1,700 Shares 31,504 Est. Cost $52.39 Unrealized -13.9%
PFE PFIZER 0.4%
Value ($000) $1,607 Shares 45,660 Est. Cost $24.03 Unrealized -12.4%
BMY BRISTOL-MYERS SQUIBB 0.4%
Value ($000) $1,588 Shares 21,600 Est. Cost $38.03 Unrealized +32.8%
HON HONEYWELL INTL 0.3%
Value ($000) $1,282 Shares 11,020 Est. Cost $68.99 Unrealized +22.0%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,173 Shares 8,100 Est. Cost $124.32 Unrealized +15.0%
FDS FACTSET RESH SYS 0.2%
Value ($000) $1,070 Shares 6,630 Est. Cost $151.11 Unrealized -7.4%
DU PONT 0.2%
Value ($000) $1,023 Shares 15,785 Est. Cost $44.98 Unrealized
E M C CORP MASS 0.2%
Value ($000) $971 Shares 35,729 Est. Cost $26.83 Unrealized
UNP UNION PACIFIC 0.2%
Value ($000) $962 Shares 11,030 Est. Cost $100.57 Unrealized -32.1%
SPECTRA ENERGY 0.2%
Value ($000) $917 Shares 25,050 Est. Cost $34.85 Unrealized
POR PORTLAND GENL 0.2%
Value ($000) $895 Shares 20,274 Est. Cost $25.38 Unrealized +12.4%
ALNY ALNYLAM PHARMA 0.2%
Value ($000) $840 Shares 15,132 Est. Cost $62.61 Unrealized +0.6%
SPY S P D R TRUST SER 1 0.2%
Value ($000) $838 Shares 4,000 Est. Cost $204.68 Unrealized
IBM INTL BUSINESS MACH 0.2%
Value ($000) $823 Shares 5,426 Est. Cost $187.07 Unrealized -49.1%
KR KROGER 0.2%
Value ($000) $806 Shares 21,895 Est. Cost $30.70 Unrealized -3.7%
ECL ECOLAB INC 0.2%
Value ($000) $786 Shares 6,630 Est. Cost $79.47 Unrealized +32.0%
D DOMINION RES INC 0.2%
Value ($000) $740 Shares 9,500 Est. Cost $46.10 Unrealized +3.6%
IONS IONIS PHARMACEUTICALS 0.2%
Value ($000) $722 Shares 31,076 Est. Cost $52.52 Unrealized -38.6%
KO COCA COLA 0.2%
Value ($000) $707 Shares 15,602 Est. Cost $34.64 Unrealized -3.8%
WFC WELLS FARGO 0.2%
Value ($000) $705 Shares 14,900 Est. Cost $37.84 Unrealized -1.6%
NSC NORFOLK SOUTHERN 0.2%
Value ($000) $681 Shares 8,000 Est. Cost $61.89 Unrealized +12.7%
BRK/A BERKSHIRE HATHAWAY CL A 0.1%
Value ($000) $651 Shares 3 Est. Cost $166997.48 Unrealized +28.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $632 Shares 14,496 Est. Cost $28.10 Unrealized +16.7%
WMT WAL-MART STORES 0.1%
Value ($000) $621 Shares 8,500 Est. Cost $43.24 Unrealized -54.9%
TECO ENERGY 0.1%
Value ($000) $608 Shares 22,000 Est. Cost $16.80 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $600 Shares 7,632 Est. Cost $49.33 Unrealized +29.9%
IVV ISHARES S&P 500 0.1%
Value ($000) $588 Shares 2,796 Est. Cost $187.77 Unrealized
SYY SYSCO 0.1%
Value ($000) $538 Shares 10,600 Est. Cost $30.98 Unrealized +21.7%
EFX EQUIFAX 0.1%
Value ($000) $514 Shares 4,000 Est. Cost $69.46 Unrealized +59.3%
WALTHAUSEN SELECT VALUE FUND I 0.1%
Value ($000) $491 Shares 33,945 Est. Cost $15.13 Unrealized
LABORATORY CORP AMER 0.1%
Value ($000) $489 Shares 3,760 Est. Cost $110.78 Unrealized
HESS CORPORATION 0.1%
Value ($000) $426 Shares 7,090 Est. Cost $53.01 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $420 Shares 5,820 Est. Cost $24.49 Unrealized +11.4%
SPARTAN 500 INDEX FD INVESTOR 0.1%
Value ($000) $408 Shares 5,500 Est. Cost $72.88 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $405 Shares 2,661 Est. Cost $102.27 Unrealized +14.1%
CAT CATERPILLAR 0.1%
Value ($000) $398 Shares 5,250 Est. Cost $89.61 Unrealized -33.2%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $376 Shares 6,000 Est. Cost $23.71 Unrealized +92.6%
V VISA 0.1%
Value ($000) $370 Shares 5,000 Est. Cost $62.26 Unrealized +17.6%
MKC MCCORMICK & CO 0.1%
Value ($000) $345 Shares 3,234 Est. Cost $33.64 Unrealized +20.9%
BPIRX ROBECO BOSTON PARTNERS LONG SH 0.1%
Value ($000) $342 Shares 23,247 Est. Cost $15.35 Unrealized
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $332 Shares 6,600 Est. Cost $44.77 Unrealized
MUNICH RE GROUP 0.1%
Value ($000) $323 Shares 1,922 Est. Cost $179.27 Unrealized
NEUBERGER BERMAN ABSOLUTE RETU 0.1%
Value ($000) $295 Shares 29,728 Est. Cost $10.73 Unrealized
INTU INTUIT 0.1%
Value ($000) $287 Shares 2,575 Est. Cost $59.44 Unrealized +63.6%
IDXX IDEXX CORP 0.1%
Value ($000) $279 Shares 3,000 Est. Cost $69.67 Unrealized +23.3%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $273 Shares 4,500 Est. Cost $61.71 Unrealized -10.5%
STERICYCLE 0.1%
Value ($000) $260 Shares 2,500 Est. Cost $96.30 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $257 Shares 2,250 Est. Cost $77.80 Unrealized +47.1%
CHD CHURCH & DWIGHT 0.1%
Value ($000) $257 Shares 2,500 Est. Cost $37.51 Unrealized +13.5%
SU SUNCOR ENERGY 0.1%
Value ($000) $250 Shares 9,000 Est. Cost $33.00 Unrealized -41.1%
UNFI UNITED NATURAL FOODS 0.1%
Value ($000) $243 Shares 5,172 Est. Cost $72.19 Unrealized -46.8%
ROCKWELL COLLINS 0.1%
Value ($000) $229 Shares 2,685 Est. Cost $58.07 Unrealized
DIS DISNEY 0.0%
Value ($000) $221 Shares 2,265 Est. Cost $85.10 Unrealized +8.3%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $213 Shares 3,800 Est. Cost $26.69 Unrealized +17.9%
JPMORGAN CHASE 0.0%
Value ($000) $213 Shares 3,435 Est. Cost $50.93 Unrealized
ESBA EMPIRE STATE REALTY OP LP 0.0%
Value ($000) $208 Shares 11,000 Est. Cost $18.91 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $206 Shares 2,604 Est. Cost $43.41 Unrealized +30.6%
TRV TRAVELERS 0.0%
Value ($000) $202 Shares 1,700 Est. Cost $91.51 Unrealized 0.0%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $174 Shares 12,788 Est. Cost $13.53 Unrealized +5.3%
BOLLORE 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $4.30 Unrealized